Modern wealth management. Connected by Avaloq.
Avaloq helps wealth managers and private banks address complex investment, data and operational requirements through modular capabilities, an integrated core platform and expert services.
Turn fragmented data, complex portfolio processes and disconnected technology into more connected wealth management experiences. Avaloq combines modular innovation, integrated banking technology and deep industry expertise to help you move faster without losing control.
Benefits
Move faster
Investment, client and operational needs can be addressed without waiting for wider changes across your technology landscape.
Connect more
Data, systems and workflows come together across investment management, banking, operations and digital channels.
Personalize at scale
Investment strategy and client requirements translate into tailored experiences across larger books and portfolio populations.
Put AI to work safely
Trusted information and approved services give AI a controlled foundation, with access controls, oversight and traceability.
Draw on proven expertise
Avaloq expertise across implementation, integration, operations and wealth management complements your technology and teams.
Wealth management and private banking
Growing data volumes, greater personalization and rising client expectations are reshaping wealth management. Firms need technology that can connect fragmented environments, scale increasingly sophisticated investment processes and support new digital and AI-enabled experiences without adding unnecessary complexity.
Avaloq brings together the technology and expertise to address these challenges across the wealth management value chain.
Address the challenges shaping wealth management
A connected wealth management experience
Fragmented data, complex investment processes and disconnected technology come together in a more connected, scalable wealth management experience.
Investment data you can trust
Portfolio, transaction and market data come together in one consistent investment view across accounts and custodians.
Personalization at scale
Investment strategy translates into tailored portfolio actions across individual clients and entire books, with consistency and control.
AI connected to your business
Trusted data and approved services provide a controlled foundation for AI, with clear oversight of automation, access and human involvement.
Connected banking and operations
Banking, transaction and operational processes work together on an integrated foundation designed for complex wealth management businesses.
Global wealth expertise. Focused on the US market.
Bring global wealth management experience to your US transformation. Avaloq combines international technology and operational expertise with an approach designed around the requirements of sophisticated wealth managers and private banks.
In the US, Avaloq operates from its New York office, supporting financial firms with platform and services aligned to regional regulatory expectations. This enables compliant operations while supporting growth, innovation and the delivery of wealth and banking services at scale.
Headquartered in Zurich, Avaloq serves clients across Switzerland and Liechtenstein from its central hub. Deep expertise in wealth management, combined with strong regulatory knowledge, enables delivery aligned to strict Swiss compliance standards and the needs of highly regulated financial institutions.
Across Europe, Avaloq delivers solutions through regional hubs in the UK, Germany, Austria and Luxembourg. Local teams navigate complex and evolving regulatory frameworks, ensuring platform capabilities align with jurisdiction specific requirements while supporting consistent, compliant operations across multiple markets.
In Asia Pacific, Avaloq operates from offices in India, Singapore, Hong Kong, Australia and the Philippines, supported by dedicated teams in Japan. Strong regional expertise enables alignment with diverse regulatory regimes and fast changing compliance requirements across both mature and emerging markets.
Across the Middle East and Africa, Avaloq delivers through its presence in the Dubai International Financial Centre (DIFC). Local expertise supports compliance with regional regulatory frameworks while enabling institutions to scale in rapidly evolving banking and wealth markets.
Outside our core regions, Avaloq supports financial institutions in selected markets, including Italy, where business and regulatory requirements align with our platform and services. Each engagement is assessed to ensure the appropriate compliance, operational and delivery capabilities are in place.
Expertise beyond the technology
Technology is only part of transformation. Draw on Avaloq expertise to connect, implement and operate your environment, with support shaped around your internal capabilities.
Managed services
Access application and infrastructure management designed to support secure, reliable and scalable platform operations.
Implementation and integration
Connect Avaloq platforms and modules with existing technology, data sources, custodians and user channels.
Training and enablement
Build the skills required to implement, configure and operate Avaloq technology effectively
Avaloq Mosaic
Introduce modular wealth management capabilities across investment data, portfolio allocation and governed AI.
Trusted across complex wealth environments by 170+ clients.
Explore modular capabilities through Avaloq Mosaic, discuss broader transformation with Avaloq Core Platform or identify the services needed to support your operating model. Talk to an Avaloq expert.
